Intake for Partnerships, Corporations, or Entities taxed as either a Partnership or Corporation

Intake for Partnerships, Corporations, or Entities taxed as either a Partnership or Corporation - 2025

Tax Year 2025
Are you a NEW or RETURNING client? (A returning client is one that we did your taxes last year)*
YesNoN/A

Business Name *
Physical Address*

Street Address

Apartment or Unit Number

CityState / Province

Postal / Zip Code
What city or county is your business located (not the town)?*
Mailing Address (if different)

Street Address

Apartment or Unit Number

CityState / Province

Postal / Zip Code
Business Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Business Fax Number
Please enter a valid phone number.Format: (000) 000-0000.
EIN*
Business Email*
example@example.com

New Client Questions
Please choose the option that best describes how your business is taxed:*
If you have elected to be taxed as a different entity than you are, then what is your legal entity?
Date organized or Incorporated *

MonthDayYear
Date
Date business activity started*

MonthDayYear
Date
Description of business activity and principal product or service*
If corporation, which state are you incorporated in?
If S Corporation, effective date of election as an S corporation:

MonthDayYear
Date
YesNo
List your accounting method used:*
Please select your type of tax year below*
If Fiscal Year, what is the Fiscal Year?
Example: May 1 - April 30
Next two questions are for Corporations only:
YesNo
YesNo

Tax Matters Contact & Signer of Return
Name*

First NameLast Name
Cell Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Home Phone Number (if available)
Please enter a valid phone number.Format: (000) 000-0000.
Work Phone Number (if available)
Please enter a valid phone number.Format: (000) 000-0000.
Social Security Number *
Example: 000-00-0000 (please use hyphens)
Email
example@example.com

Signature
I affirm the information I provided on this form is true and accurate to the best of my knowledge. If requested by the IRS, I can provide proof and documentation of everything that I have stated on this form. I understand that if I knowingly answer these questions incorrectly then the IRS can remove any credits and possibly deny for a period of years for me to be able to get particular credits. I also understand that the IRS can impose penalties, interest, and even jail time if I intentionally provide incorrect or fraudulent information.
Name*

First NameLast Name
Date*

MonthDayYear
Date
Signature*

Clear
Should be Empty:

Intake for Partnerships, Corporations, or Entities taxed as either a Partnership or Corporation - 2025